Customer profiles
A single profile for each customer, holding contact details, addresses, notes and service preferences.
Platform features
Everything you need to manage your service business smarter.
Servixyo is a business management and intelligent automation platform being built for service businesses. The vision is simple: bring customers, operations, scheduling, teams, payments, reporting and AI-powered automation together in one connected system.
Servixyo is in development. Everything described on this page is a planned capability and will be introduced progressively.
Planned platform modules
Product vision- Customer ManagementPlanned
- Business ManagementPlanned
- Appointments & SchedulingPlanned
- Team & Staff ManagementPlanned
- Payments & InvoicingPlanned
- Reporting & AnalyticsPlanned
- AI & AutomationPlanned
Select a module to jump to its details.
Product concept
One connected platform, designed around the daily rhythm of a service business
Instead of separate tools for customers, calendars, invoices and reports, Servixyo is being designed so every module works from the same information and an intelligent automation layer connects them.
- A shared customer record. Bookings, jobs, invoices and conversations are planned to build on the same customer information.
- Automation as a layer. Intelligent workflows are intended to sit across every module rather than live in a silo.
- Progressive rollout. Capabilities will arrive in stages, starting with the foundations of customer and business management.
Planned capability
Customer Management
Servixyo is being designed to give every customer one organised record, so your team can see who they are, what has happened and what should happen next.
- Customer profiles with key details in one place
- A complete history of enquiries, jobs and conversations
- Contact management that stays tidy as you grow
- Groups and tags to organise customer relationships
Customer history
A running timeline of enquiries, quotes, visits and follow-ups, so no conversation starts from scratch.
Contacts & relationships
Organise contacts with tags and groups, and keep the relationships that matter to your business easy to manage.
Planned capability
Business Management
Planned tools to turn everyday work into clear, repeatable workflows, from the first enquiry through to the completed job.
- Tasks with owners, status and due dates
- Workflows that follow the way you already work
- Jobs and everyday operations organised in one view
- Clear progress so nothing quietly slips
Tasks & to-dos
Capture the work that needs doing, assign it, and track it through to completion in one shared list.
Workflows
Define the steps a job moves through, so every enquiry, quote and visit follows a consistent process.
Business organisation
Keep jobs, notes and everyday business information structured and easy to find, instead of scattered across tools.
Planned capability
Appointments & Scheduling
Servixyo aims to make booking and scheduling straightforward, so visits are planned clearly and your calendar reflects what is really happening.
- Booking management in one place
- Shared calendars for the whole business
- Scheduling workflows that cut back-and-forth
- Reminders planned to help reduce missed visits
Booking management
Record, confirm and update bookings in one place, with the customer and job details attached.
Calendars
A shared calendar view that helps the whole team see what is scheduled, and when, and helps avoid clashes.
Scheduling workflows
Set up recurring visits and repeatable scheduling steps, so routine bookings take less manual effort.
Planned capability
Team & Staff Management
Planned features to help you coordinate your people, so the right work reaches the right person and everyone knows what is expected.
- Staff profiles and roles in one place
- Work allocation to the right team member
- Team visibility across jobs and schedules
- Shared updates that keep everyone aligned
Staff coordination
Keep staff details, roles and responsibilities organised so coordinating a growing team feels manageable.
Work allocation
Assign jobs and tasks to the right people, with a clearer view of who has capacity and who does not.
Team visibility
See what each person is working on and what is coming up, without chasing updates across messages.
Planned capability
Payments & Invoicing
Invoicing and payment tracking are part of the Servixyo roadmap. The aim is to connect billing to the customer and job records you already manage, so getting paid becomes a natural next step.
- Invoices created from job and customer details
- Clear payment status for every invoice
- Reminders for invoices that are still outstanding
- Billing records linked to customer history
Roadmap capability. No payment processing, payment gateway or third-party payment integration is available at this stage. Details will be confirmed before anything launches.
Invoice creation
Planned invoice tools that pull in customer and job details, so you are not retyping the same information.
Payment tracking
A clear view of what has been invoiced, what is outstanding and what has been marked as paid.
Payment reminders
Planned reminders to help you follow up on outstanding invoices without manual chasing.
Planned capability
Reporting & Analytics
Because Servixyo is designed to keep your information connected, reporting is planned to turn everyday activity into clear visibility of how the business is performing.
- Dashboards that summarise the state of the business
- Performance insights to spot what is working
- Reports across customers, jobs and teams
- Better information for everyday decisions
Business dashboards
A single overview of enquiries, jobs, bookings and activity, so you can see where things stand at a glance.
Performance insights
Trends over time that help you understand how the business is moving and where it could improve.
Customer & team reports
Report views that break activity down by customer, job type or team member for clearer visibility.
Planned capability
AI & Automation
The long-term vision for Servixyo includes AI-powered workflows that take on repetitive admin work, so your team can spend its time on customers and on the work itself.
- Intelligent workflows that respond to what happens in your business
- Fewer repetitive tasks such as reminders and follow-ups
- Automation possibilities across every other module
- Designed to keep people in charge of important decisions
Intelligent workflows
Workflows that can react to events in your business, such as a new enquiry or a completed job, and trigger the next step.
Repetitive task reduction
Hand routine work like reminders, status updates and follow-ups to automation, and reclaim time every week.
Automation possibilities
Because every module shares the same data, automation can reach across customers, scheduling, teams and billing as the platform grows.
See how Servixyo is taking shape
Try Servixyo for yourself, or book a free demo and talk through how these planned capabilities could fit your service business.
Questions first? Contact the Servixyo team.